If you moved from another software, gave customers gift cards before signing up for Vagaro, you can bring those gift cards into Vagaro. You can import them by starting a premium import with Vagaro’s Imports & Onboarding Team, or enter them manually from the Gift Cards report. If you want to start a premium import, see Import Your Business from Another Software.
Prerequisites: This feature is available for all Vagaro businesses.
To add a gift card:
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Select More
→ → .
The report displays all gift cards with outstanding balances.
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In the top-right corner, select Action
→ .
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Enter a unique Gift Card Number:
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For physical gift cards, manually enter the number or scan the barcode with a barcode scanner.
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For digital gift cards, select Auto Generate.
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Enter the gift card's Amount and choose a Template Type.
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If you don’t want to assign a value, you can choose a Service/Class/Add-On instead. This limits the gift card so it can only be redeemed for the specific service, class, or add-on you select.
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Any designs you've uploaded will appear in Business Created; otherwise, you can use any of Vagaro's template designs. You still need to select a design if you scanned a physical gift card.
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Optionally, choose the Recipient. If this person isn't on your customer list, you can leave this option blank or create a new profile for them.
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Fill in the other optional gift card fields, and when you've finished creating your gift card, select Next.
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Expires On: The expiration date of your gift card.
Note
Every state has its own regulations for gift cards. These regulations can vary from when they expire to whether they are redeemable for a cash value. To help you follow safe business practices and provide you with more information on these regulations, visit https://www.ncsl.org/financial-services/gift-cards-and-gift-certificates-statutes-and-legislation.
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Send On: Send the gift card to the recipient right after it's created. If you have a recipient selected, you can toggle this setting off to choose a specific delivery day and time.
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Message: The message shown on the digital gift card.
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Print Gift Card: Print this gift card.
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Email Gift Card to: Send this gift card to the recipient's email.
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A preview of the digital gift card will appear. If no additional changes are needed, select Add Gift Card.
To add a gift card:
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Select Reports
→ .
The report displays all gift cards with outstanding balances.
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In the top-left corner of the table, select New Gift Card.
-
Enter a unique Gift Card Number:
-
For physical gift cards, manually enter the number or scan the barcode with a barcode scanner.
-
For digital gift cards, select Auto Generate.
-
-
Enter the gift card's Amount and choose a Template Type.
-
If you don’t want to assign a value, you can choose a Service/Class/Add-On instead. This limits the gift card so it can only be redeemed for the specific service, class, or add-on you select.
-
Any designs you've uploaded will appear in Business Created; otherwise, you can use any of Vagaro's template designs. You still need to select a design if you scanned a physical gift card.
-
-
Optionally, choose the Recipient. If this person isn't on your customer list, you can leave this option blank or create a new profile for them.
-
Fill in the other optional gift card fields, and when you've finished creating your gift card, select Next.
-
Expires On: The expiration date of your gift card.
Note
Every state has its own regulations for gift cards. These regulations can vary from when they expire to whether they are redeemable for a cash value. To help you follow safe business practices and provide you with more information on these regulations, visit https://www.ncsl.org/financial-services/gift-cards-and-gift-certificates-statutes-and-legislation.
-
Send On: Send the gift card to the recipient right after it's created. If you have a recipient selected, you can toggle this setting off to choose a specific delivery day and time.
-
Message: The message shown on the digital gift card.
-
Print Gift Card: Print this gift card.
-
Email Gift Card to: Send this gift card to the recipient's email.
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A preview of the digital gift card will appear. If no additional changes are needed, select Add Gift Card.
Comments
12 comments
When a gift certificate that was given for free is redeemed, does it show up as profit in reports?
We have several local businesses and charities who purchase gift certificates for charity events to auction for fundraising. In this scenario, we don't have the recipient name until they contact us to use the gift certificate. Is it possible to transfer gift certificate money between clients? Let's say that "Sally" buys a gift certificate for United Cancer Services fundraiser. We have simply been assigning the gc to Sally but then when someone else calls and books the appointment and wants to use the gift certificate.....it is under "Sally" instead of them. Anyone else have this issue? Options for handling it? Thanks!
I have the same question. When we are not receiving any money from the gift receipt, I am currently having to manually subtract the amount of the gift certificate from my monthly reports. There needs to be a way to indicate that we are not being paid for this and that it is a donation.
Is there an answer somewhere???
Has this ever been address?
great question. I also noticed when you void a transaction, it still shows a gross income. Not good for monthly reconciliation ease.
i normally just cash the client off as 100% discount and write voucher in cash off notes in this case rather then use gift certificates, this way it doesn't affect my profit reporting
(vagaro advised me to do it this way in a help chat )
hello, can i import previous gift certificates? I have them all in excel, thanks
Amy,
Yes, we do allow for the import of old gift certificates. You will need to provide us an Excel spreadsheet to support@vagaro.com. We require some basic information: First / Last name or sender and recipient, gift certificate ID, amount on the gift certificate. Some optional information that would help with your tracking of import would be: expiration dates and the initial balance.
What if you don't have the recipient's information?
How can I sell or donate a gift certificate without the recipients email address? The system does not let me put it in wihtout one. For example, if I donate a 6 pack of classes to a charity auction, even the person getting these gift certificate from me doesn't know the recipient's email. Also a lot of people do not know or want to provide the recipients email address.
Hello Kris, Ashley, and JD,
In situations where you do not know the contact information of the recipient or if the Gift Certificate is being donated, we recommend creating a Customer Profile called "Gift Certificate" and assigning the Gift Certificate to that profile. As long as the person who is going to be redeeming it has the Gift Certificate number, you will be able to redeem it on any profile. You can do this by searching the number after clicking the Add button next to the Gift Certificate payment option on the Checkout screen.
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